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Crypto for Advisors

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Defining crypto, digital assets and the future of finance for financial advisors.

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How Much Crypto Should Be in a Portfolio?

What’s the right amount of crypto to hold? Financial advisors, certified financial planners and other money experts are beginning to recommend specific allocations.

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Tech

To Understand Bitcoin, We Need to Understand What Money Is

How do financial experts reach vastly different conclusions about bitcoin and its role? The answer lies in a misunderstanding of what money is.

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Markets

Are Crypto Assets Securities?

The answer to this central question will have many consequences for the crypto industry, from regulation and compliance to insider-trading enforcement.

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Finance

An Incumbent Enters the Disruption Game

A new digital wallet, launched by well-known asset manager WisdomTree, will bring tokenized assets and funds to the advisory and institutional spaces. Is the blockchain disruption to finance not as far off as we think?

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Markets

Where Should Advisors Go for Crypto Education?

A growing number of services and resources offer advisors education on crypto, taking different approaches. Existing certification organizations, like the CFP Board, might also need to step in and provide clarity and education for their members.

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Tech

What Advisors Should Know About NFT Investing

The potential of NFTs is undeniable, but the risks and rewards can be head-spinning. Here’s what to look out for when considering an investment in the world of NFTs.

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Tech

Understanding DeFi and Its Importance in the Crypto Economy

The aim of decentralized finance is to create an entirely new financial system. As DeFi continues to evolve and strengthen, it’s vitally important for advisors to understand this space.

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Tech

What Advisors Should Watch For in Crypto in 2022

Crypto adoption doesn’t appear to be slowing down. As more advisors and institutional investors pile in, the asset class will continue to mature – and new innovations could change how advisors interact with clients and service providers.

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Markets

What Advisors Should Know About Bitcoin and Inflation

Bitcoin can function as a store of value that avoids the inflation seen with fiat money and helps clients plan for and reach future goals.

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Markets

Could These Products Tame Crypto’s Volatility Beast?

Two crypto products launched late last year, targeted squarely at advisors who are concerned about risk-averse clients, purport to ease bitcoin volatility through trading strategies. But there may be other ways to temper volatility risk in cryptocurrencies.

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